Cornerstone Wealth Management’s Stifel SF Stock Holding History

Cornerstone Wealth Management’s Portfolio SF Stock Details SF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-8,208	Closed	-$236K	–	421
2017 Q4	$236K	Buy	+8,208	New	+$201K	0.04%	350

Other funds holding SF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cornerstone Wealth Management's SF Position: Q1 2018 in Review

Cornerstone Wealth Management sold out of Stifel (SF) in Q1 2018, closing a stake of 8,208 shares — an estimated $236K sold.

Cornerstone Wealth Management first reported a position in SF in Q4 2017 and held it in 1 quarter. The position peaked at $236K in Q4 2017. 288 funds tracked by Wall St. Rank hold SF as of Q1 2018.

Cornerstone Wealth Management reported no remaining Stifel position as of Q1 2018 after selling out during the quarter.
Cornerstone Wealth Management sold 8,208 Stifel shares in Q1 2018, an estimated $236K.
Cornerstone Wealth Management first reported a position in Stifel in Q4 2017 and held it in 1 quarter.
Cornerstone Wealth Management's Stifel position peaked at $236K in Q4 2017.
288 funds tracked by Wall St. Rank held Stifel as of Q1 2018.

Based on Cornerstone Wealth Management's 13F filing for Q1 2018, filed 24 Apr 2018.